How it works

How It Works – VizorFin AI | From Upload to Insight in Minutes
How It Works

AI Agents Working For You

VizorFin automates financial analysis with intelligent agents that process your data in seconds. The process is simple and secure.

The Process

From Upload To Insight In Four Steps

No complex setup. No technical knowledge required. Just upload your files and let our AI agents handle the rest.

Step 01

Upload Your Files

Upload bank transactions, invoices, account statements, or accounting reports in CSV or Excel formats. Our platform automatically interprets your columns (date, description, amount, reference) and adapts to multiple banking formats.

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Step 02

AI Analyzes & Cross-References Data

Our agents detect discrepancies, fraud, tax opportunities, payment risks, and much more. They use advanced algorithms and shared memory to learn from each analysis, getting smarter with every file you upload.

Step 03

Receive Executive Reports

Get clear results, charts, and actionable recommendations. You can also receive the report via email with CSV/Excel attachments, ready to share with your team or archive for compliance.

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Step 04

Make Decisions With Confidence

Optimize your liquidity, reduce losses, and ensure regulatory compliance with AI-validated information. Every insight is backed by data you can trust.

Intelligent Agents

Specialized AI Agents For Every Financial Task

Each agent is trained for a specific domain, working together with shared memory to deliver comprehensive financial intelligence.

Reconciliation Agent

Cross-references payments with control files to detect discrepancies, missing entries, and mismatched references.

Fraud Detection Agent

Identifies suspicious patterns, duplicate transactions, unusual amounts, and AML red flags before they impact your business.

Credit Analysis Agent

Evaluates counterparty risk with detailed credit scores, probability of default, and recommended credit limits.

Cash Flow Agent

Projects liquidity with AI-driven forecasts and scenario modeling that adapts to your business rhythm.

Tax Optimization Agent

Discovers deductions, credits, and savings opportunities with actionable recommendations for compliance.

Audit Agent

Runs complete internal audits with one click and delivers a detailed report of findings, risks, and recommended fixes.

Detection Capabilities

What Our AI Can Detect

From simple discrepancies to complex fraud patterns, our agents cover every angle of your financial data.

Incorrect Amounts

Payments that don’t match expected values.

Missing Payments

Transactions made that weren’t budgeted.

Extra Payments

Expected payments that were never made.

Undocumented Fees

Bank charges without supporting documentation.

Similar Names

Approximate matches in beneficiaries.

Date Mismatches

Transactions recorded on wrong dates.

Sanctions Hits

Matches against global sanctions lists.

Unusual Patterns

Anomalies that suggest fraud or errors.

💡 No Technical Knowledge Required

The platform automatically interprets your columns (date, description, amount, reference) and adapts to multiple banking formats. Just upload and let the AI do the work.

Security & Privacy

Your Data Is Safe With Us

We take security seriously. Your files are processed securely and never stored longer than necessary.

Encrypted Transfer

All communication uses SSL/TLS encryption to protect your data in transit.

Auto-Deletion

Files are automatically deleted after analysis. No permanent storage.

Privacy First

Your financial data is never shared with third parties or used for training.

Ready To See It In Action?

Upload your first file and get a full financial analysis in less than 60 seconds. No credit card required.